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Event Date | Tue Oct 29 EDT (about 5 years ago) |
Location |
Doylestown Country Club
20 Country Ln, Doylestown, PA 18901, USA |
Region | Americas |
This program will focus on setting up a planning process for an owner to make a thoughtful decision as to the future of their business. We discuss contingency plans, the owner’s retirement goals as well as how the business will be transferred to the next generation or sold to ensure fairness amongst family members not involved in the business. Various gifting/sale options will be explored as well.
2019 Speaker
Brett Danko
President, Financial Planning Resource Center